AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.37B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,931
New
Increased
Reduced
Closed

Top Buys

1
+$119M
2
+$27.2M
3
+$17.4M
4
BERY
Berry Global Group, Inc.
BERY
+$16.3M
5
K icon
Kellanova
K
+$6.91M

Top Sells

1
+$161M
2
+$48.4M
3
+$22.3M
4
KSS icon
Kohl's
KSS
+$17.8M
5
HLIT icon
Harmonic Inc
HLIT
+$15.2M

Sector Composition

1 Industrials 18.63%
2 Technology 12.55%
3 Healthcare 11.32%
4 Consumer Discretionary 8.51%
5 Financials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.12M 0.03%
14,560
+550
352
$1.12M 0.03%
15,053
-2,666
353
$1.08M 0.02%
62,765
+8,969
354
$1.08M 0.02%
71,894
355
$1.08M 0.02%
9,399
-1,316
356
$1.08M 0.02%
18,628
-10,118
357
$1.08M 0.02%
7,441
358
$1.07M 0.02%
18,606
+2,225
359
$1.05M 0.02%
7,226
+275
360
$1.04M 0.02%
44,828
+3,088
361
$1.04M 0.02%
17,410
362
$1.03M 0.02%
10,369
363
$1.02M 0.02%
2,246
-117
364
$1.02M 0.02%
21,780
365
$1.01M 0.02%
2,414
-28
366
$1M 0.02%
11,970
-261
367
$983K 0.02%
23,399
+1,437
368
$980K 0.02%
10,485
-425
369
$979K 0.02%
136,382
+62,863
370
$978K 0.02%
70,106
+2,033
371
$975K 0.02%
2,660
372
$971K 0.02%
46,626
-400
373
$970K 0.02%
5,109
+250
374
$965K 0.02%
39,622
-70,050
375
$949K 0.02%
295,540
+4,010
13 14
15
16 17